Employed Financial Adviser

Financial Planner - Cardiff, Wales

Ref: 18Monday 2 August 2021

£40,000 - £60,000

Our client is looking for an experienced financial consultant to join them as they continue to build on their reputation of delivering a first-class financial planning service. The Managing Partner is looking to help develop your client bank through technical coaching and providing full back office support.

The Opportunity:

Cover a designated area offering a full financial planning service tailored to meet each client’s own specific requirements

Once you have had the chance to build a relationship with your client, got to know them, their financial goals and priorities, you will be in a position to put together a strategy to help them reach their individual aspirations

Offer advice to be best suited to meet the clients' needs. The financial services you will offer will include retirement planning, life insurance, income protection, critical illness, investments and inheritance tax planning

To be Considered:

You will have strong experience as an IFA, preferably with an active client bank

Proactive and continue to generate leads, referrals, and introducer's

Central back office support will be provided together with training, compliance and research systems

You will be Diploma Qualified as a minimum